MOTCO’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-187
| Closed | -$3.13K | – | 653 |
|
|
2025
Q3 | $3.13K | Hold |
187
| – | – | ﹤0.01% | 549 |
|
|
2025
Q2 | $2.83K | Hold |
187
| – | – | ﹤0.01% | 511 |
|
|
2025
Q1 | $2.89K | Hold |
187
| – | – | ﹤0.01% | 483 |
|
|
2024
Q4 | $2.71K | Hold |
187
| – | – | ﹤0.01% | 446 |
|
|
2024
Q3 | $2.36K | Hold |
187
| – | – | ﹤0.01% | 547 |
|
|
2024
Q2 | $2.51K | Hold |
187
| – | – | ﹤0.01% | 650 |
|
|
2024
Q1 | $2.2K | Hold |
187
| – | – | ﹤0.01% | 610 |
|
|
2023
Q4 | $1.81K | Hold |
187
| – | – | ﹤0.01% | 604 |
|
|
2023
Q3 | $1.84K | Sell |
187
-102
| -35% | -$943 | ﹤0.01% | 642 |
|
|
2023
Q2 | $2.48K | Buy |
+289
| New | +$2.39K | ﹤0.01% | 629 |
|
|
2023
Q1 | – | Sell |
-203
| Closed | -$1.63K | – | 616 |
|
|
2022
Q4 | $1.63K | Hold |
203
| – | – | ﹤0.01% | 549 |
|
|
2022
Q3 | $1K | Buy |
+203
| New | +$1.22K | ﹤0.01% | 623 |
|
|
2021
Q3 | – | Sell |
-470
| Closed | -$3K | – | 644 |
|
|
2021
Q2 | $3K | Hold |
470
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $3K | Hold |
470
| – | – | ﹤0.01% | 542 |
|
|
2020
Q4 | $3K | Buy |
+470
| New | +$2.76K | ﹤0.01% | 648 |
|
|
2019
Q3 | – | Sell |
-1,395
| Closed | -$10K | – | 716 |
|
|
2019
Q2 | $10K | Buy |
+1,395
| New | +$9.88K | ﹤0.01% | 608 |
|
|
2016
Q4 | – | Sell |
-103
| Closed | -$1K | – | 635 |
|
|
2016
Q3 | $1K | Buy |
+103
| New | +$668 | ﹤0.01% | 639 |
|
|
2014
Q4 | – | Sell |
-900
| Closed | -$7K | – | 641 |
|
|
2014
Q3 | $7K | Hold |
900
| – | – | ﹤0.01% | 518 |
|
|
2014
Q2 | $8K | Hold |
900
| – | – | ﹤0.01% | 490 |
|
|
2014
Q1 | $8K | Hold |
900
| – | – | ﹤0.01% | 471 |
|
|
2013
Q4 | $9K | Hold |
900
| – | – | ﹤0.01% | 483 |
|
|
2013
Q3 | $9K | Hold |
900
| – | – | ﹤0.01% | 465 |
|
|
2013
Q2 | $8K | Buy |
+900
| New | +$8.04K | ﹤0.01% | 491 |
|
Other funds holding SMFG
CCMG
